Holdings
| META META PLATFORMS INC-CLASS A | $101.0M | 25.5% | 605,377 | +157,340 | +35.1% | Added |
| WIX WIX.COM LTD | $56.0M | 14.1% | 555,291 | +3,886 | +0.7% | Added |
| GOOG ALPHABET INC-CL C | $54.4M | 13.7% | 46,803 | +36,460 | +352.5% | Added |
| AVLRUSD AVALARA INC | $51.6M | 13.0% | 691,309 | −540,305 | −43.9% | Reduced |
| ROKU ROKU INC | $43.1M | 10.9% | 492,874 | +129,386 | +35.6% | Added |
| DESP1EUR DESPEGAR.COM CORP | $33.4M | 8.4% | 5,890,786 | +891,358 | +17.8% | Added |
| AYXEUR ALTERYX INC - CLASS A | $32.4M | 8.2% | 340,895 | −137,011 | −28.7% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $24.3M | 6.1% | 253,557 | −181,590 | −41.7% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EBAY EBAY INC | 934,115 | $33.7M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.